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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,249 | $59,105-97.9% | $160,009-99.2% | $66,938-98.1% |
| Participation rate | 50.0% | 68.1%-18.1pp | 78.0%-28.0pp | 69.8%-19.8pp |
| Annual return | -3.94% | -12.26%+8.3pp | 408.85%-412.8pp | 1.58%-5.5pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $473 | $4,395-89.2% | $6,183-92.4% | $4,238-88.8% |
| Admin fee / account holder | $643 | $591+8.8% | $8,715-92.6% | $594+8.3% |